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iShares Short Maturity Bond ETF

371 hedge funds and large institutions have $3.73B invested in iShares Short Maturity Bond ETF in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 169 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 52

2% less funds holding

Funds holding: 379371 (-8)

4.52% less ownership

Funds ownership: 68.8%64.28% (-4.5%)

16% less capital invested

Capital invested by funds: $4.45B → $3.73B (-$718M)

34% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 169

44% less funds holding in top 10

Funds holding in top 10: 4827 (-21)

Holders
371
Holders Change
-8
Holders Change %
-2.11%
% of All Funds
7.61%
Holding in Top 10
27
Holding in Top 10 Change
-21
Holding in Top 10 Change %
-43.75%
% of All Funds
0.55%
New
47
Increased
111
Reduced
169
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
126
Pinnacle Wealth Management Advisory Group
New Jersey
$2.33M +$95.2K +1,925 +4%
CA
127
Corrado Advisors
New Jersey
$2.33M -$364K -7,369 -14%
KA
128
Kovack Advisors
Florida
$2.29M +$62.2K +1,258 +3%
SPIA
129
Steward Partners Investment Advisory
New York
$2.25M -$424K -8,571 -16%
SCA
130
Snowden Capital Advisors
New York
$2.21M -$169K -3,428 -7%
DWM
131
Dakota Wealth Management
Florida
$2.19M +$346 +7 +0%
Citigroup
132
Citigroup
New York
$2.18M +$1.26M +25,540 +142%
CHJWM
133
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.1M +$63.3K +1,280 +3%
OMC
134
Old Mission Capital
Illinois
$2.07M +$1.36M +27,434 +196%
SFS
135
Sowell Financial Services
Arkansas
$2.07M -$2.42M -48,993 -54%
SMG
136
Smart Money Group
Texas
$2.06M +$1.81M +36,647 +791%
FAM
137
Formidable Asset Management
Ohio
$2.02M +$217K +4,392 +12%
SWP
138
Summit Wealth Partners
Florida
$1.97M -$156K -3,159 -7%
WOSD
139
WFA of San Diego
California
$1.97M +$1.94M +39,279 New
GKWIM
140
Gerber Kawasaki Wealth & Investment Management
California
$1.96M +$423K +8,549 +28%
Deutsche Bank
141
Deutsche Bank
Germany
$1.95M +$1.57M +31,695 +429%
OAP
142
One Advisory Partners
Kansas
$1.95M +$1.93M +39,051 New
Prudential Financial
143
Prudential Financial
New Jersey
$1.95M -$2.21M -44,794 -53%
TFS
144
TrustCore Financial Services
Tennessee
$1.88M +$1.75M +35,478 +1,634%
FAIM
145
Financial Advocates Investment Management
Washington
$1.88M -$206K -4,157 -10%
Lido Advisors
146
Lido Advisors
California
$1.79M +$80.3K +1,624 +5%
BRWA
147
B. Riley Wealth Advisors
Florida
$1.78M -$1.5M -30,244 -46%
GSC
148
G&S Capital
Colorado
$1.77M +$1.75M +35,417 New
CAM
149
Concorde Asset Management
Michigan
$1.76M -$1.68M -33,933 -49%
JSA
150
Jacobson & Schmitt Advisors
Wisconsin
$1.75M +$978K +19,783 +129%

NEAR Hedge Fund Activity: Q2 2020 in Review

371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Short Maturity Bond ETF (NEAR) for Q2 2020, worth a combined $3.73B — down 16% from $4.45B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of NEAR and 47 opened new positions — a net loss of 5 holders — while 169 trimmed existing stakes and 111 added.

The largest buyer was Bank of America, adding an estimated $119M. The largest seller was Envestnet Asset Management, cutting an estimated $354M.

  • 371 institutional investors held iShares Short Maturity Bond ETF (NEAR) as of Q2 2020, down from 379 in Q1 2020.
  • Funds reported $3.73B of iShares Short Maturity Bond ETF stock for Q2 2020, down 16% quarter-over-quarter.
  • 47 funds opened new iShares Short Maturity Bond ETF positions in Q2 2020 and 52 closed out, a net change of -5 holders.
  • The largest iShares Short Maturity Bond ETF buyer in Q2 2020 was Bank of America, an estimated $119M added.
  • The largest iShares Short Maturity Bond ETF seller in Q2 2020 was Envestnet Asset Management, an estimated $354M sold.

Based on aggregated 13F filings for Q2 2020.